1. Pre-requisites

1.1 Create a Salesforce Site

A Salesforce site is created to offer a secure and centralized location for users to submit information when filling out a form. This ensures data security and organizational control. It also makes it easy for users to find and submit the form. Overall, creating a Salesforce site for form filling provides a secure and user-friendly experience while giving the organization greater control over the data. To create a site, follow the below mentioned steps.

1. Click on the gear icon and go to setup.

2. In the quick find box search for sites.

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3. Click on ‘New’

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4. Provide the required information(Label, Name, etc.)

5. In Active Site Home Page Lookup field, add 'ApplicationIntake' Visual force page.

6. Click on ‘Save’.

1.2 Provide permissions

Assigning permission sets to users ensures they have the appropriate level of access and functionality within a system or application. This helps maintain data security, promote efficient workflows, and ensure compliance with regulatory requirements. Click on Gear Icon and go to setup.

1. Search for Permission sets in Quick find box.

2. In Permission, Sets click on Lending Manager Admin.

3. Click on Manage Assignments.

4. Click on Add Assignments.

5. Select the users to which you want to give permissions.

6. Click Done.

2. Setting up a form

To setup the form, follow the below mentioned steps:

1. Go to Lending Manager App

2. Click on Lending Manager Admin Console
   
   

    

3. The Admin Console Screen will be shown as below:
   
   

   
   4. To setup the form, please click on 'Start' button as shown below:

2.1 Activating the forms

On this Screen, you can select the checkbox to activate a form. The selected forms will be available for configurations in the steps ahead.

2.2 Intake Form

On this Screen, you can add the name for the form, select the color scheme, add a log and adjust its dimensions

1. Site URL - This is the name of the site on which the intake form will be launched. (Site created in step 1.1 will be entered here)

2. Form Name - This name will appear on the top of your form.

3. Color Scheme - This is color scheme of your form

4. Logo URL - Enter the URL of the logo you want to show on the top of the form.

5. Adjust the heigh and width of the logo

6. The message to be displayed at the completion of filling an application can be customized.

2.3 Advanced Configuration

This setting is used to enable or disable document upload and bank verification functionality in the intake form.
The document upload functionality enables users to securely upload and store documents within salesforce. This feature allows users to attach files, such as images, PDFs, or other document formats, to a specific record or location for easy retrieval and reference.
The "Request Banking Information" functionality allows users to securely request and collect banking details from individuals or organizations.

1. Document Upload Required - Select the 'Yes' button to enable uploading the documents while filling the form.

2. Request Banking Information - Select the 'Yes' button to bank verification functionality.

3. Mark the checkboxes as true to all these file types to be uploaded as documents.

2.4 Equipment Evalutation

This feature enables users to assess the value or condition of equipment, such as vehicles, machinery, or other assets. To use this feature, Cloud Maven Team will provide the production API Key.

1. Select the checkbox to activate Equipment evaluation.

2. Enter the API Key for Equipment evaluation.

3. Application Form Setup

3.1 Form Configuration

This enables the user to set a minimum acceptable age for each active form, a minimum acceptable ownership percentage to submit an application, adding the text for terms and conditions to be displayed and activating co-applicant ownership percentage.

3.2 Adding Sections in the application form

On this Screen, you can add new sections to be displayed in the form, edit the labels of the existing sections and change the order of the sections.

1. Select the Form Type and the Application Type.
   
   

2. Select the toggle to add new section
   
   

3. Re-order the added sections by drag-and-drop.

4. A section, once added, cannot be deleted. However, you can hide the sections using the toggles on the right hand side.

3.3 Adding fields in sections 

On this Screen, you can add new fields in the sections, edit the labels of the existing sections and change the order of the fields in each section.

1. Select the Section in which you want to add fields.
   
   

2. Select the fields to add from the right hand side picklist. Enter the label of the field and click on ‘Add’.
   
   

3. Re-order the added sections by drag-and-drop.

4. A field, once added, cannot be deleted. However, you can hide the sections using the toggles on the right hand side.

5. Any field can be marked as ‘Optional’ or ‘Mandatory’. If marked as 'Mandatory', an applicant will have to fill the field in order to proceed further in the form.

3.4 Preview 

On this Screen, you can overview the sections and fields added in each section.

1. Click on ‘Launch Form’ to be redirected to the URL which you entered in the ‘SIte URL’

4. Set Webhook Credentials

On this screen, the user will be able to create prospect or Credit Application in salesforce using LendingTree webhook we have to first setup Api Credentials using Lightning Web Component.

Lending Tree - LendingTree is an online loan marketplace that connects borrowers with multiple lenders who compete for their business.

Fundera - Fundera is an online marketplace that connects small business owners with a variety of lenders to help them secure funding.

To setup API Credentials:

1. Select the Instance Name

    

2. Then Select the Lead source - Lending Tree or Fundera:

3. Select Object. Mark the Checkbox for ‘Active’ as true and click Save.

5. Prospect Conversion

The Prospect conversion functionality allows users to convert a proespect into an account, contact, business role and potentially a credit application, reflecting the progression of a potential customer through the sales process. This functionality streamlines the transition from lead generation to active sales engagement.

5.1 Account

In this tab, select the Account field from picklist which you want to map with the prosepct fielld.

Default Value is the value which will be displayed, if entered, in the field where no value is selected from Account.

Once you have completed the mapping, scroll to the bottom of the page and click ‘Save’ to save and ‘Save and Next’ to move to the next tab.

5.2 Contact

In this tab, select the Contact field from picklist which you want to map with the Prosepct fielld.

Default Value is the value which will be displayed, if entered, in the field where no value is selected from Contact.

Once you have completed the mapping, scroll to the bottom of the page and click ‘Save’ to save and ‘Save and Next’ to move to the next tab.

5.3 Credit Application

In this tab, select the Credit Application field from picklist which you want to map with the Prosepct fielld.

Default Value is the value which will be displayed, if entered, in the field where no value is selected from Credit Application.

Once you have completed the mapping, scroll to the bottom of the page and click ‘Save’ to save and ‘Save and Next’ to move to the next tab.

5.4 Business Role

In this tab, select the Business Role field from picklist which you want to map with the Prosepct fielld.

Default Value is the value which will be displayed, if entered, in the field where no value is selected from Business Role.

Once you have completed the mapping, scroll to the bottom of the page and click ‘Save’ to save and ‘Save and Next’ to move to the next tab.

6. Document Checklist Configuration

The "document checklist" functionality is a feature that helps users manage and track required documents or files for a specific process or task. It provides a centralized and organized way to ensure that all necessary documents are collected, reviewed, and accounted for.

On this Screen, you can add the type of document to the checklist on the basis of the application type.

1. Click on “Add' button.

2. Select the Loan type, Application type and the application stage where you want the document to appear in the checklist.

3. Select Document category and document name from the picklist. Add a description for the document and click ' Confirm'.

4. Then the document checklist item will be added to the list as shown below:

7. Verification Checklist Configuration

1. Click on the below link to view, add or modify verification checklist
   
   

2. Click on ‘New’ to create new verification checklist item or click on ‘Edit’ or ‘Delete’ the verification checklist item.
   
   

3. Enter all the required details and click on 'save' button.
   
   

8. Interview Questionairre

1. Click on the below link to view, add or modify interview questionairre.
   
   

2. Click on ‘New’ to create new interview questionnaire item or click on ‘Edit’ or ‘Delete’ the interview questionnaire item.
   
   

3. Enter all the required details and click on 'save' button.
   
   

9. Lending Program

1. Click on the below link to view, add or modify Lending Program.
   
   

2. Click on ‘New’ to create new lending program record or click on ‘Edit’ or ‘Delete’ the lending program record.
   
   

3. Enter all the required details and click on 'save' button.
   
   

10. Lending Program Fee

1. Click on the below link to view, add or modify Lending Program Fee.
   
   

2. Click on ‘New’ to create new lending program fee record or click on ‘Edit’ or ‘Delete’ the lending program fee record.
   
   

3. Enter all the required details and click on 'save' button.

11. Lending Program Fee Group

1. Click on the below link to view, add or modify Lending Program Fee Group.
   
   

2. Click on ‘New’ to create new lending program fee group record or click on ‘Edit’ or ‘Delete’ the lending program fee group record.
   
   

3. Enter all the required details and click on 'save' button.